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Patti Richards

Guide to Insurance Education and Training

Start an insurance business and improve customer satisfaction with the right insurance education and training.


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Ongoing insurance education and training help you keep and attract high quality clients for your insurance business. Insurance courses offer not only the right information at the right time, they keep your business ahead of the curve by offering clients the latest in insurance products and services.   

High quality insurance industry education and training will: 
  1. Keep the most recent products and services in front of your customer
  2. Increase your visibility in the insurance industry
  3. Make you an expert in the insurance field
  4. Reinforce your commitment to excellence for existing clients through expertise gained in insurance industry training

Action Steps
The best contacts and resources to help you get it done

Select insurance courses that comply with state licensing requirements.


Insurance laws are constantly changing, so staying ahead of the curve with the most current education for yourself and your employees is essential.

I recommend: The National Association of Insurance Commissioners Education and Training site for the most current educational trends and opportunities. The National Business Institute offers online insurance training courses and teleconferences and provides training in a variety of business areas including insurance training.    

Actively recruit employees by offering ongoing education as a part of their compensation package.


Education in any industry is costly. Rewarding higher level insurance training by insurance trainers and offering salary incentives or tuition reimbursement is necessary to retain high quality employees.

I recommend: The Insurance Education Association and the Insurance Education Institute provide workshops and classes that lead to certification in different areas of the insurance industry. These insurance trainers provide a variety of courses in insurance.

Subscribe to insurance journals with the latest changes to rules and laws in the insurance industry.


Industry periodicals give up to date information on important changes in the insurance industry and provide a way to stay connected and informed.

I recommend: Check The Insurance Periodicals Index for 200 of the most widely read and respected periodicals in the insurance industry. Also try The Insurance Newsstand for the most current publications available to the insurance community. 

Tips & Tactics
Helpful advice for making the most of this Guide

  • Appearance is everything. Insurance offices tend to be more functional than client friendly. Be ahead of the game by providing an office atmosphere that is both user- friendly and esthetically pleasing.
  • Display your certifications in easy to read well lit areas of your office. This gives your clients an opportunity to learn more about you and the time you've put into your insurance education and training.

The official source of Insurance Education and Training is
the Insurance Education and Training page at Business.com

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